JBA Financial Advisors offers investment management services on both a discretionary and non-discretionary basis, providing advice on asset allocation and investment selection. They also offer financial planning and consulting services, including comprehensive and segmented plans, covering areas like budgeting, estate, and tax planning. The firm uses a Certified Financial Planner model and believes client education is key to reaching financial goals.
Assets Under Management$31M
Clients20
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are negotiable for clients with assets under management over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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